RIA Intel›Advisers›Oregon›TWM WEALTH MANAGEMENT CORP

TWM WEALTH MANAGEMENT CORP

Advisory

WEST LINN, OR

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OR

#247

of 305 advisers by AUM

Average account

$198K

across 453 accounts

AUM per adviser

$90M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients170

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, OR, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

170 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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INTERACTIVE WEALTH ADVISORS, INCORPORATED

$91M

BURGESS FINANCIAL PLANNING, LLC

$91M

SETTLEMENT CAPITAL ADVISORS, LLC

$88M

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